See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,194 | $54,762-46.7% | $90,281-67.7% | $72,985-60.0% |
| Participation rate | 81.1% | 65.1%+15.9pp | 73.3%+7.8pp | 69.5%+11.6pp |
| Annual return | 16.53% | 30.63%-14.1pp | 78.10%-61.6pp | 81.00%-64.5pp |
| Employer contribution / active EE | $591 | $2,092-71.8% | $2,854-79.3% | $2,440-75.8% |
| Participant deferral / active EE | $2,166 | $2,887-25.0% | $3,885-44.3% | $3,607-40.0% |
| Admin fee / account holder | $3,998 | $3,972+0.7% | $5,351-25.3% | $5,124-22.0% |